One highlight of the eComm upgrade is the transition from Salesforce Classic to Salesforce Lightning. Learn about the vast amount of data that's available at your fingertips and how sending emails and hosting events automatically enhances that perspective.
eComm users and specialists can share Campaigns and Report Folders with individuals, although it's a best practice to share with public groups. Learn how you can save yourself some time by leveraging Public Groups.
A 360-degree view of every constituent is the cornerstone of CU’s enterprise Salesforce initiative. Capturing overall event information along with individual and guest participation is just one part of better understanding our constituents. This invaluable behavior data can be cross-referenced with already existing bio-demo data in Salesforce for real-time, actionable data!